News tagged DIGITIMES at DIGITIMES

NEWS TAGGED DIGITIMES

Monday 18 May 2026

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...

Monday 18 May 2026

Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...

Wednesday 13 May 2026

Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

Introduction

Tuesday 12 May 2026

Research insight: Taiwan's auto tech pushes beyond components into autonomous systems

A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual...

Monday 11 May 2026

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

Friday 8 May 2026

China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

Introduction

Friday 8 May 2026

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Tuesday 5 May 2026

Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst

DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...

Tuesday 5 May 2026

Taiwan networking vendors lose sync with global rebound, raising competitive and supply risks

The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing...

Tuesday 5 May 2026

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...

Monday 4 May 2026

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...

Monday 4 May 2026

AI memory crunch squeezes 5G FWA market

DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...

Monday 4 May 2026

AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Monday 4 May 2026

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...

Tuesday 28 April 2026

China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints

Introduction

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